Gregory K. Shell, D.D.S.
Plan context: GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
EIN 56-1629207 • Granite Falls, NC • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$992,534
2024 Contributions
$87,344
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $992,534 | $87,344 | $10,918iApproximate average salary by contribution assumption: employee only about $272,950 at 4% or $181,967 at 6%; with 50% employer match about $181,967 at 4% or $121,311 at 6%; with 100% employer match about $136,475 at 4% or $90,983 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $992,534 | $87,344 | $10,918iApproximate average salary by contribution assumption: employee only about $272,950 at 4% or $181,967 at 6%; with 50% employer match about $181,967 at 4% or $121,311 at 6%; with 100% employer match about $136,475 at 4% or $90,983 at 6%. |
| 2023 | 1 | 8 | $839,193 | $102,929 | $12,866iApproximate average salary by contribution assumption: employee only about $321,653 at 4% or $214,435 at 6%; with 50% employer match about $214,435 at 4% or $142,957 at 6%; with 100% employer match about $160,827 at 4% or $107,218 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $839,193 | $102,929 | $12,866iApproximate average salary by contribution assumption: employee only about $321,653 at 4% or $214,435 at 6%; with 50% employer match about $214,435 at 4% or $142,957 at 6%; with 100% employer match about $160,827 at 4% or $107,218 at 6%. |
| 2022 | 1 | 8 | $704,969 | $103,919 | $12,990iApproximate average salary by contribution assumption: employee only about $324,747 at 4% or $216,498 at 6%; with 50% employer match about $216,498 at 4% or $144,332 at 6%; with 100% employer match about $162,373 at 4% or $108,249 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 8 | $704,969 | $103,919 | $12,990iApproximate average salary by contribution assumption: employee only about $324,747 at 4% or $216,498 at 6%; with 50% employer match about $216,498 at 4% or $144,332 at 6%; with 100% employer match about $162,373 at 4% or $108,249 at 6%. |
| 2021 | 1 | 4 | $670,896 | $99,736 | $24,934iApproximate average salary by contribution assumption: employee only about $623,350 at 4% or $415,567 at 6%; with 50% employer match about $415,567 at 4% or $277,044 at 6%; with 100% employer match about $311,675 at 4% or $207,783 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $670,896 | $99,736 | $24,934iApproximate average salary by contribution assumption: employee only about $623,350 at 4% or $415,567 at 6%; with 50% employer match about $415,567 at 4% or $277,044 at 6%; with 100% employer match about $311,675 at 4% or $207,783 at 6%. |
| 2020 | 1 | 6 | $514,206 | $95,558 | $15,926iApproximate average salary by contribution assumption: employee only about $398,158 at 4% or $265,439 at 6%; with 50% employer match about $265,439 at 4% or $176,959 at 6%; with 100% employer match about $199,079 at 4% or $132,719 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 6 | $514,206 | $95,558 | $15,926iApproximate average salary by contribution assumption: employee only about $398,158 at 4% or $265,439 at 6%; with 50% employer match about $265,439 at 4% or $176,959 at 6%; with 100% employer match about $199,079 at 4% or $132,719 at 6%. |
| 2019 | 1 | 5 | $622,201 | $69,628 | $13,926iApproximate average salary by contribution assumption: employee only about $348,140 at 4% or $232,093 at 6%; with 50% employer match about $232,093 at 4% or $154,729 at 6%; with 100% employer match about $174,070 at 4% or $116,047 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $622,201 | $69,628 | $13,926iApproximate average salary by contribution assumption: employee only about $348,140 at 4% or $232,093 at 6%; with 50% employer match about $232,093 at 4% or $154,729 at 6%; with 100% employer match about $174,070 at 4% or $116,047 at 6%. |
| 2018 | 1 | 7 | $894,073 | $76,820 | $10,974iApproximate average salary by contribution assumption: employee only about $274,357 at 4% or $182,905 at 6%; with 50% employer match about $182,905 at 4% or $121,937 at 6%; with 100% employer match about $137,179 at 4% or $91,452 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $894,073 | $76,820 | $10,974iApproximate average salary by contribution assumption: employee only about $274,357 at 4% or $182,905 at 6%; with 50% employer match about $182,905 at 4% or $121,937 at 6%; with 100% employer match about $137,179 at 4% or $91,452 at 6%. |
| 2017 | 1 | 6 | $866,123 | $73,558 | $12,260iApproximate average salary by contribution assumption: employee only about $306,492 at 4% or $204,328 at 6%; with 50% employer match about $204,328 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 6 | $866,123 | $73,558 | $12,260iApproximate average salary by contribution assumption: employee only about $306,492 at 4% or $204,328 at 6%; with 50% employer match about $204,328 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%. |
| 2016 | 1 | 5 | $789,058 | $26,882 | $5,376iApproximate average salary by contribution assumption: employee only about $134,410 at 4% or $89,607 at 6%; with 50% employer match about $89,607 at 4% or $59,738 at 6%; with 100% employer match about $67,205 at 4% or $44,803 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $789,058 | $26,882 | $5,376iApproximate average salary by contribution assumption: employee only about $134,410 at 4% or $89,607 at 6%; with 50% employer match about $89,607 at 4% or $59,738 at 6%; with 100% employer match about $67,205 at 4% or $44,803 at 6%. |
| 2015 | 1 | 5 | $739,747 | $4,144 | $829iApproximate average salary by contribution assumption: employee only about $20,720 at 4% or $13,813 at 6%; with 50% employer match about $13,813 at 4% or $9,209 at 6%; with 100% employer match about $10,360 at 4% or $6,907 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $739,747 | $4,144 | $829iApproximate average salary by contribution assumption: employee only about $20,720 at 4% or $13,813 at 6%; with 50% employer match about $13,813 at 4% or $9,209 at 6%; with 100% employer match about $10,360 at 4% or $6,907 at 6%. |
| 2014 | 1 | 5 | $797,343 | $8,161 | $1,632iApproximate average salary by contribution assumption: employee only about $40,805 at 4% or $27,203 at 6%; with 50% employer match about $27,203 at 4% or $18,136 at 6%; with 100% employer match about $20,403 at 4% or $13,602 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $797,343 | $8,161 | $1,632iApproximate average salary by contribution assumption: employee only about $40,805 at 4% or $27,203 at 6%; with 50% employer match about $27,203 at 4% or $18,136 at 6%; with 100% employer match about $20,403 at 4% or $13,602 at 6%. |
| 2013 | 1 | 5 | $932,398 | $4,002 | $800iApproximate average salary by contribution assumption: employee only about $20,010 at 4% or $13,340 at 6%; with 50% employer match about $13,340 at 4% or $8,893 at 6%; with 100% employer match about $10,005 at 4% or $6,670 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $932,398 | $4,002 | $800iApproximate average salary by contribution assumption: employee only about $20,010 at 4% or $13,340 at 6%; with 50% employer match about $13,340 at 4% or $8,893 at 6%; with 100% employer match about $10,005 at 4% or $6,670 at 6%. |
| 2012 | 1 | 5 | $835,490 | $4,004 | $801iApproximate average salary by contribution assumption: employee only about $20,020 at 4% or $13,347 at 6%; with 50% employer match about $13,347 at 4% or $8,898 at 6%; with 100% employer match about $10,010 at 4% or $6,673 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $835,490 | $4,004 | $801iApproximate average salary by contribution assumption: employee only about $20,020 at 4% or $13,347 at 6%; with 50% employer match about $13,347 at 4% or $8,898 at 6%; with 100% employer match about $10,010 at 4% or $6,673 at 6%. |
| 2011 | 1 | 5 | $752,020 | $29,370 | $5,874iApproximate average salary by contribution assumption: employee only about $146,850 at 4% or $97,900 at 6%; with 50% employer match about $97,900 at 4% or $65,267 at 6%; with 100% employer match about $73,425 at 4% or $48,950 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 5 | $752,020 | $29,370 | $5,874iApproximate average salary by contribution assumption: employee only about $146,850 at 4% or $97,900 at 6%; with 50% employer match about $97,900 at 4% or $65,267 at 6%; with 100% employer match about $73,425 at 4% or $48,950 at 6%. |
| 2010 | 1 | 6 | $745,824 | $27,957 | $4,660iApproximate average salary by contribution assumption: employee only about $116,488 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,244 at 4% or $38,829 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 6 | $745,824 | $27,957 | $4,660iApproximate average salary by contribution assumption: employee only about $116,488 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,244 at 4% or $38,829 at 6%. |
| 2009 | 1 | 7 | $643,960 | $28,281 | $4,040iApproximate average salary by contribution assumption: employee only about $101,004 at 4% or $67,336 at 6%; with 50% employer match about $67,336 at 4% or $44,890 at 6%; with 100% employer match about $50,502 at 4% or $33,668 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | - | 7 | $643,960 | $28,281 | $4,040iApproximate average salary by contribution assumption: employee only about $101,004 at 4% or $67,336 at 6%; with 50% employer match about $67,336 at 4% or $44,890 at 6%; with 100% employer match about $50,502 at 4% or $33,668 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 8 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 6 | - | - | - |
| 2006 | 1 | 6 | $578,628 | $49,898 | $8,316iApproximate average salary by contribution assumption: employee only about $207,908 at 4% or $138,606 at 6%; with 50% employer match about $138,606 at 4% or $92,404 at 6%; with 100% employer match about $103,954 at 4% or $69,303 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 6 | $578,628 | $49,898 | $8,316iApproximate average salary by contribution assumption: employee only about $207,908 at 4% or $138,606 at 6%; with 50% employer match about $138,606 at 4% or $92,404 at 6%; with 100% employer match about $103,954 at 4% or $69,303 at 6%. |
| 2005 | 1 | 8 | $499,003 | $48,254 | $6,032iApproximate average salary by contribution assumption: employee only about $150,794 at 4% or $100,529 at 6%; with 50% employer match about $100,529 at 4% or $67,019 at 6%; with 100% employer match about $75,397 at 4% or $50,265 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 8 | $499,003 | $48,254 | $6,032iApproximate average salary by contribution assumption: employee only about $150,794 at 4% or $100,529 at 6%; with 50% employer match about $100,529 at 4% or $67,019 at 6%; with 100% employer match about $75,397 at 4% or $50,265 at 6%. |
| 2004 | 1 | 7 | $406,732 | $47,157 | $6,737iApproximate average salary by contribution assumption: employee only about $168,418 at 4% or $112,279 at 6%; with 50% employer match about $112,279 at 4% or $74,852 at 6%; with 100% employer match about $84,209 at 4% or $56,139 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 7 | $406,732 | $47,157 | $6,737iApproximate average salary by contribution assumption: employee only about $168,418 at 4% or $112,279 at 6%; with 50% employer match about $112,279 at 4% or $74,852 at 6%; with 100% employer match about $84,209 at 4% or $56,139 at 6%. |
| 2003 | 1 | 6 | $310,181 | $66,473 | $11,079iApproximate average salary by contribution assumption: employee only about $276,971 at 4% or $184,647 at 6%; with 50% employer match about $184,647 at 4% or $123,098 at 6%; with 100% employer match about $138,485 at 4% or $92,324 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 6 | $310,181 | $66,473 | $11,079iApproximate average salary by contribution assumption: employee only about $276,971 at 4% or $184,647 at 6%; with 50% employer match about $184,647 at 4% or $123,098 at 6%; with 100% employer match about $138,485 at 4% or $92,324 at 6%. |
| 2002 | 1 | 6 | $221,237 | $46,844 | $7,807iApproximate average salary by contribution assumption: employee only about $195,183 at 4% or $130,122 at 6%; with 50% employer match about $130,122 at 4% or $86,748 at 6%; with 100% employer match about $97,592 at 4% or $65,061 at 6%. |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 6 | $221,237 | $46,844 | $7,807iApproximate average salary by contribution assumption: employee only about $195,183 at 4% or $130,122 at 6%; with 50% employer match about $130,122 at 4% or $86,748 at 6%; with 100% employer match about $97,592 at 4% or $65,061 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| GREGORY K. SHELL, D.D.S., P.A. 401K PROFIT SHARING PLAN AND TRUST | - | 8 | - | - | - |
| 1999 | 1 | 4 | $237,651 | $28,520 | $7,130iApproximate average salary by contribution assumption: employee only about $178,250 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,125 at 4% or $59,417 at 6%. |
| Gregory K. Shell, D.D.S. Money Purchase Pension Plan & Trust | - | 4 | $237,651 | $28,520 | $7,130iApproximate average salary by contribution assumption: employee only about $178,250 at 4% or $118,833 at 6%; with 50% employer match about $118,833 at 4% or $79,222 at 6%; with 100% employer match about $89,125 at 4% or $59,417 at 6%. |